NEST ADVISORY HQ - Key Persons

Job Titles:

• Financial Planning Assistant

Jean has been working in the banking and insurance industry for eight years. Her primary expertise lies in maintaining client relationships and providing financial planning and wealth management services to clients. She is passionate about helping people achieve their financial goals and making a positive impact on their lives. She recently joined Nest Advisory as an Assistant Financial Planner in April 2021. In her current role, she works closely with advisers in preparing advice for clients' financial and insurance goals. This includes conducting research and strategies, preparing financial plans, and assisting with plan implementation. Throughout her career, she has gained valuable experience in the banking and insurance industry, which has helped her develop strong skills in financial planning, critical thinking, relationship management, and customer service. She is dedicated to continuing her professional development to provide the best possible service to our clients. In her spare time, Jean enjoys spending time with her family. She also loves to keep active by walking and doing jump rope as a form of exercise. Additionally, she loves visiting the beach and free diving.

Job Titles:

• Director / Senior Financial Advisor

Nick graduated from the University of Canberra in 2011 with a Bachelor of Applied Economics and Major in Financial Planning. Since then, he has endeavored to build on his qualifications by obtaining a Certificate 4 in Finance and Mortgage Broking, Self-managed Super Fund adviser and Accredited Derivatives Advisor. Nick is passionate about using his in depth and broad knowledge in financial planning to find solutions to help all different types of people achieve their financial goals and freedom. In his spare time, Nick plays basketball, follows the MotoGp and NRL. He enjoys spending time with family, which includes two furry, four legged kids.

Job Titles:

• Client Services Manager

Rolando, who also goes by the name of June, joined the esteemed Nest Advisory Team in August of 2021, assuming the role of client support manager. He eagerly sought to align himself with a thriving organization where he could utilize his skills and add value to a flourishing team and client base. Rolando is responsible for liaising with clients, responding to general inquiries, and offering support to existing clients, particularly in relation to insurance, super, or investment applications. Rolando brings an impressive set of skills and qualifications to the table, having obtained a Bachelor's degree in Information Technology with supplementary accounting units, as well as a Diploma in Professional Education. Additionally, he passed the Licensure Exam for Professional Teachers in 2018. Throughout his career, Rolando has amassed extensive experience in Insurance, Banking, Sales, Retention, Quality Assurance, Technical Support, and Customer Service while working with other financial planning firms. When not pursuing his professional aspirations, Rolando indulges in his passion for travel and exploration, aiming to visit a new and unique locale every month. He has a wealth of travel experience, having even secured a teaching job in China while vacationing as a tourist. Furthermore, he is an avid dog enthusiast and cherishes every moment spent walking and cuddling his furry companions.

Job Titles:

• Client Support Officer / Loans Processing

Sean completed a Bachelor of Science in Accountancy in 2011. Since then, he has gained experience in the finance industry providing advice and service in the areas of book keeping and accounting, processing loan applications and pushing the application to settlement, support customers with general enquiries and liaising with key stakeholders. Sean joined the team at Nest Advisory in April 2020 as the corona virus was spreading throughout the globe. He is keen to develop his skills by branching out to financial advice while bringing a huge amount of knowledge and experience to the team by supporting the mortgage business at Nest and our clients. In his spare time, Sean enjoys getting away to the beach and spending time with his family. He is a keen basketball player and loves the NBA.

Job Titles:

• Financial Planner - Professional Year

Sukumar is an Advise Associate at Nest Advisory, where he leverages his Bachelor's of Commerce (Finance), Master's of Accounting and overall expertise to assist clients in achieving their financial objectives. He places a high priority on providing clients with the best possible advice, which is why he keeps himself up-to-date with industry trends and attends professional development programs regularly. He is deeply committed to expanding his knowledge and refining his skills to ensure that he can better serve clients. Sukumar takes immense pride in his work and strives to establish strong relationships with his clients to gain a deep understanding of their individual needs and circumstances. This enables him to provide personalized advice that empowers clients to make informed decisions about their finances. Apart from work, Sukumar has a passion for swimming, trekking, and cooking. He finds swimming to be an invigorating and refreshing form of exercise, while trekking provides him with a relaxing escape to enjoy nature. Cooking is another hobby that Sukumar enjoys, as it allows him to experiment with new ingredients and create delicious and creative dishes.

Job Titles:

• Financial Planner / Mortgage Broker

Troy joined the finance industry in 2018 after completing his bachelor's degree at the University of Canberra. He majored in financial planning and since then had improved his qualifications by completing his diploma in mortgage broking and financial services. Troy's background is in management and since becoming a financial planner he has been able to utilise these skills in his current role. Troy is passionate about his new career as he loves to help people get ahead with their finances, by using his qualifications and skills. He helps people who are just starting to build their wealth for their future or people who are close to retirement. It does not mater the age or situation of the client he always gives his 100%. In his spare time Troy like to spend time with his family, especially his young son. He has just started enjoying mountain biking and hopes this will be a long-term hobby. He follows the NRL and likes a spot of fishing.